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Dynamics 365 Implementation — CRM & ERP

Run your business on Dynamics 365. We implement and customize CRM and ERP — Sales, Customer Service, Business Central, and Finance — with Copilot built in.

Inc. 5000 #749 · Inc. Regionals #57 (Midwest) · 3x Microsoft Solutions Partner · 557% 3-Year Growth · 100% Client Retention

3xMicrosoft Partner
300+Projects
AI-FirstDelivery
100%Retention
Inc. 5000 #749Inc. Regionals #573x Microsoft Partner557% Growth100% Client Retention

Why Enterprises Choose ARC

Sales, Service, and Operations in Sync

Disconnected CRM and ERP systems slow growth. We implement Dynamics 365 so your front office and back office data flow together, with governance and Copilot built in.

Dynamics 365 Sales & Customer Service
Dynamics 365 Business Central & Finance
Power Platform & Dataverse
Copilot in Dynamics 365
Azure integration
Microsoft Entra

CRM and ERP Delivery Tracks

Sales & Customer Service

Modern CRM with Copilot, tailored to your pipeline and case workflows.

Business Central

Cloud ERP for finance, inventory, and operations with migration from QuickBooks, GP, and Navision.

Dynamics 365 Finance

Enterprise financial management modernization with secure controls and reporting.

Project Operations

Delivery, resource, and project accounting workflows for services organizations.

A Dynamics Partner Built for Scale

Microsoft-native CRM and ERP

Dynamics 365 implementations connected to Microsoft 365, Power Platform, and Azure from day one.

Migration-ready execution

Proven migration paths from QuickBooks, GP, Navision, and legacy CRM platforms.

Process-first customization

We tailor Dynamics around how your teams operate, not around generic templates.

AI-enhanced delivery

Copilot and automation are embedded across sales, service, and finance workflows.

Implementation Roadmap

01

Discovery

Audit current systems, map target operating model, and prioritize rollout waves.

02

Architecture

Design CRM + ERP architecture, security model, integrations, and data foundations.

03

AI-Accelerated Build

Configure Dynamics, implement customizations, migrate data, and automate QA.

04

Launch & Support

Go-live planning, user enablement, optimization, and managed support after launch.

Why Enterprises Choose ARC

100%

Client Retention Rate

Every client who works with us comes back

300+

Projects Delivered

Since 2013, across 4 industries

3x

Microsoft Designations

Digital & App Innovation, Infrastructure, Data & AI

AI-First

Every Solution Enhanced

AI embedded in every service we deliver

Client Stories

What Our Clients Say

100% Client Retention
“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt

Adam Goldblatt

Director, Investments

BioMed Realty

“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao

David Hsiao

Senior Vice President, CIO

BioMed Realty

“When we were looking to design and implement our new website, ARC was an invaluable partner. ARC assisted us in selecting a flexible platform and implementing our design ideas into a website that we can easily manage and update as we grow our business.”
Catherine Hastings

Catherine Hastings

Chief Financial Officer

Innovative Industrial Properties

“Al Rafay Consulting went above and beyond to give us the Event Management tool that we needed to take our organization to the next level. Ali and his team developed an events management platform for San Diego Theatres, sat side by side with us while learning our industry and business model, and through it all exhibited patience, collaboration, and resolve to get it done.”
Kelly Bargabos

Kelly Bargabos

CFO/COO

San Diego Theatres

“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra

Mark Zikra

Director of Technology

CA Ventures

Frequently Asked Questions

Can you migrate us from QuickBooks or GP?
Yes. Business Central is a common migration target from QuickBooks, GP, and Navision, and we handle migration planning, data mapping, and staged cutover.
Dynamics 365 vs Salesforce?
We provide an honest side-by-side fit assessment. Dynamics 365 is often strongest for Microsoft-first organizations that need CRM and ERP alignment.
Do you customize Dynamics or only deploy out-of-the-box?
Both. We deploy quickly, then tailor Dynamics to your processes, integrations, reporting, and governance requirements.
Can Dynamics 365 connect to our other systems?
Yes. We connect Dynamics through Power Platform, Dataverse, Azure integrations, and API patterns based on your stack.
Let's Build Something Great

Ready to get started?

Book a Dynamics 365 fit assessment to map your CRM and ERP priorities, migration scope, and rollout plan.

No obligationResponse within 24 hoursInc. 5000 #749